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B
BURLTAXGUY
Level 1
March 17, 2021
Question

AUTO FILL missing clients Installment Payments

  • March 17, 2021
  • 2 replies
  • 6 views

AUTO FILL still not downloading Clients Installment Payments Not fixed on v2020.3.5.220 Anyone else having this issue. Forces us to log on with client rep to verify.  Great to see summary page display is fixed. Thank you.

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2 replies

Leah DW
Leah DW
Level 3
March 18, 2021

I have version 2020.3.5 and it has been pulling these amounts in no problem.  I always go in and double-check with represent a client, as well as the client's backup paperwork for the payments but have not had a problem with it pulling in these amounts with AFR.

J
jwillisbarrie
Level 2
March 23, 2021

Had opposite problem - had carried forward a client return 14-March and wanted to import any T5 and T3 slips - those worked, new ones since 14-March.

Only problem was it downloaded Installment payments twice!

Client was not happy to get an amount owing when they expected a refund.

 

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